Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Access quick property search function

The quick property search function is accessed via the main menu:

  • Click Property

  • Use the search bar shown to the right to carry out a quick property search

    Property option on main menu plus search bar.pngImage Modified

Address search only

  • Only property address details are searched

  • Contact/company details held on a property record are no longer searched

Example

  • Searching using a name will only look at the search term within the property address

  • It will not look at contact or company records containing this search term
    e.g. Wilson is only returned when it is part of a property address

    Property search by name.pngImage Modified
Tip

This change will generate more relevant search results

One wildcard search

  • Only one wildcard search is used in a search

  • The wildcard is only applied to the end of the search term
    (rather than to every space within the search term/phrase)

Example

  • Searching for ‘65 Long’ will return results with the full search term in it plus any characters after iit

  • Prior to this release, a wildcard would also be applied after the number, resulting in any property address being returned containing ‘6' and 'long’ - therefore having the potential to return many potentially irrelevant results (e.g. 6 Long Street, 61 Long Street, 62 Long Street etc.)

    Property search partial address.png
Tip

This change will generate more relevant search results

...

  • Up to 50 search results will be shown for each search type in the menu bar
    i.e. up to 50 sales properties and 50 lettings properties

  • Where a search has more than 50 results are available, this is indicated as shown below, e.g. 50+

    Property search max 50.png

To view more than 50 search results, the existing Advanced Search function should be used instead

From the bottom of the main menu:

  • Click Advanced Search and select Sales/Lettings Property Search, as appropriate

    Property search - Advanced Search button.png
  • The Advanced Search screen is displayed showing the full property search results
    In this example, there were 97 properties returnedmatching the search term

    Property search max 50 - advanced search view.png
Tip

This change results in a quicker search process

...

  • Only live properties will be returned

  • Archived properties will not be included

Example

If When searching for a property that is in the archive an archived property via quick property search:

  • If the search does not return any matches, the option to click advanced search is offered

    Property search archived property not found.png
  • OR, if the search does get live property matches but not the correct one, click Advanced Search at the bottom of the menu bar and select Sales/Lettings Property Search, as appropriate

    Property search - Advanced Search button.png
  • The Advanced Search screen is displayed pulling through the previous search term

    • Tick Archive
      The archived property is displayed on the right

      Property search - advanced search view with archive ticked.png
Tip

This change results in a quicker search process

...